We started Bosworth Wealth Management in 2018. After 5 years working with Co-operative Financial Services as a Financial Adviser, I then spent 7 years at True Potential Wealth Management as a Partner.
This has given me valuable experience and now I decided to start on my own. My main aim with Bosworth Wealth Management is to provide sound advice in a friendly and approachable manner that is specific to each client’s requirements.
I am a Diploma Level 4 qualified adviser, I am comfortable advising on a wide range of topics with a specialisation in pensions and investments.
I have been a financial adviser since 2004, firstly with Co-operative financial services, then from November 2011 with True Potential Wealth Management, and in 2018 I set up Bosworth Wealth Management with my colleague, Lee Barton. I felt that with all the experience I had gained so far I could put that to good use in my own business. I aim to provide easy to understand advice at the clients convenience, and an ongoing service tailored to each clients needs.
I have a level 4 Diploma of Financial from Institute of Financial Services (now London Institute of Banking and Finance), and I advise on Savings and Investments, Retirement Planning and pensions, Protection, Mortgages, Trust and Estate Planning and Tax Planning.
I’ve been at Bosworth Wealth Management since the start and previous to this I was a Project Manager for a utility company, which has some similarities with the role.
In my role I have many aspects. This ranges from administration and chasing through to business applications and submissions. I am also a personal contact for the clients.
What I like most about my job is working with other people and satisfaction of meeting needs of clients. I also enjoy keeping track of the applications and keeping people informed and up-to-date on where their application is, and how things are moving along.